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《大行報告》瑞信升鴻騰精密科技(06088.HK)評級至「跑贏大市」 上調目標價至1.71元
阿思達克 11-11 10:24
瑞信發表研究報告指,在電子產品消費季節性需求支持下,鴻騰精密科技(06088.HK)第三季收入按年增長10.9%至12.75億元人民幣,達到該行下半年預測的52%。 期內毛利率提升1.6個百分點至16.2%,主要是由於產品組合調整及經營效率提升。瑞信指出,首三季公司業績表現較全年預測優勝,但管理層對第四季收入指引仍較保守,預料由於宏觀經濟疲弱,智能手機及電腦/網絡等行業下挫,收入按年跌幅達雙位數。而2022財年收入按年持平至增長5%的指引保持不變,毛利率及淨利潤率則料可提升5%至15%,及15%以上。 瑞信將其2022至2024年每股盈利預測上調45%、23%及19%,主要是由於產品組合利潤率提升,目標價相應由1.25元升至1.71元,評級由「中性」上調至「跑贏大市」。(gc/s) ~
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